It seems totally impossible that the Obama administration will be able to implement their election-campaign plans for health care, but I agree that the economic crisis could help. The insurance industry as it exists in no friend to the economy.
The Health Care Blog: Moody's predicts winners & losers in Obama health reform, 2008-Nov-18, by Jane Sarasohn-Kahn:
Promoting access to health care in the U.S. could be a positive for hospitals and medical device manufacturers, whose sheer volumes of patients would increase and uncompensated care and bad debt be reduced. On the downside, though, addressing cost containment through reducing reimbursement would be a negative for hospital finances. The net of lower payments coupled with higher volumes remains to be seen. Still, Moody's says that the overall impact on hospitals, providers and clinical services will be generally credit positive.A loser could be health insurers. While more enrollees would be covered, the government would regulate these markets more tightly and cut payments to insurers to fund the new health plan. If insurers negotiate tougher reimbursements in hospital agreements, this, too, would negatively impact hospitals' top-lines. For health insurers and managed care, Moody expects the sector to score generally credit negative.